See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $91,830 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $30,000 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,277 | $52,293+101.3% | $178,490-41.0% | $73,409+43.4% |
| Participation rate | 68.7% | 65.3%+3.3pp | 81.9%-13.3pp | 72.2%-3.5pp |
| Annual return | 13.43% | 34.75%-21.3pp | 151.07%-137.6pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,418 | $1,735+39.3% | $5,011-51.7% | $2,234+8.3% |
| Participant deferral / active EE | $4,858 | $2,332+108.3% | $5,202-6.6% | $3,805+27.7% |
| Admin fee / account holder | $120 | $127-5.6% | $13,984-99.1% | $158-23.8% |